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SWK Holdings

46 hedge funds and large institutions have $196M invested in SWK Holdings in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
16
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CC
1
Carlson Capital
Texas
$152M 9,093,766
CC
2
Cannell Capital
Wyoming
$14M 837,478 -120,649 -13%
MI
3
M3F Inc
Utah
$11.2M 671,479 +43,008 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.75M 283,654 -209,492 -42%
BlackRock
5
BlackRock
New York
$1.9M 113,408 -18,578 -14%
BCM
6
Bridgeway Capital Management
Texas
$1.63M 97,274 +1,364 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.34M 79,782 +1,779 +2%
CAM
8
Crown Advisors Management
California
$1.21M 72,000
State Street
9
State Street
Massachusetts
$828K 49,485 +200 +0.4%
GCA
10
Greenwood Capital Associates
South Carolina
$766K 45,754 -706 -2%
EST
11
EA Series Trust
Pennsylvania
$651K 38,869 +38,869 New
EF
12
Empowered Funds
Pennsylvania
$651K 38,869 +38,869 New
Morgan Stanley
13
Morgan Stanley
New York
$510K 30,486 -7,473 -20%
Northern Trust
14
Northern Trust
Illinois
$491K 29,314 +779 +3%
SIA
15
SkyView Investment Advisors
New Jersey
$428K 25,584 +19,290 +306%
DAS
16
Dynamic Advisor Solutions
Arizona
$351K 20,976 +440 +2%
PCM
17
Perritt Capital Management
Illinois
$335K 20,000
KFP
18
KB Financial Partners
New Jersey
$295K 17,616 +17,616 New
OIA
19
OneDigital Investment Advisors
Kansas
$295K 17,616 +17,616 New
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$272K 16,223
Renaissance Technologies
21
Renaissance Technologies
New York
$224K 13,400 -200 -1%
Goldman Sachs
22
Goldman Sachs
New York
$211K 12,605 -4,899 -28%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$197K 11,793 +2,879 +32%
Charles Schwab
24
Charles Schwab
California
$172K 10,247 +10,247 New
Bank of America
25
Bank of America
North Carolina
$141K 8,402 +1,426 +20%